Rachel
Potters
Olio Financial Planning
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About this Advisor
Rachel Potters is a financial advisor based in Blacksburg, Virginia, working with Olio Financial Planning. Rachel has previously held positions at Olio Financial Planning, Virginia Polytechnic Institute And State University, and Via College Of Osteopathic Medicine. Rachel has passed the Series 65 regulatory exam and is registered to provide services in Virginia. Currently, Rachel is part of Olio Financial Planning, which operates out of Blacksburg, Virginia. The firm has 1 office and 12 employees. The firm manages assets totaling $412.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and educational seminars. The fee structure at Olio Financial Planning includes hourly and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Olio Financial Planning Brokerage Details
$412,667,401
12
1,486
$277,704
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Rachel Potters Work History
Olio Financial Planning
Virginia Polytechnic Institute And State University
Via College Of Osteopathic Medicine
Disclosures
Please visit the SEC profile of Rachel Potters to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Olio Financial Planning
Mc Lean, VA
Blacksburg, VA
Blacksburg, VA
Taylors, SC
Blacksburg, VA
Blacksburg, VA
Mc Lean, VA
Mc Lean, VA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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